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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,455 | $106,008-45.8% | $92,240-37.7% | $147,586-61.1% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 23.01% | 50.05%-27.0pp | 176.29%-153.3pp | 578.59%-555.6pp |
| Employer contribution / active EE | $318 | $4,333-92.7% | $3,680-91.4% | $4,876-93.5% |
| Participant deferral / active EE | $2,829 | $4,478-36.8% | $3,897-27.4% | $5,439-48.0% |
| Admin fee / account holder | $14 | $6,333-99.8% | $5,194-99.7% | $10,886-99.9% |